Integrating Email Center Pro

This post is about integrating Email Center Pro with your pre-existing administration system. You will learn how to create a URL that, when visited, creates a new email in Email Center Pro with a specific recipient, subject, template, and filled-in Input Fields.

I’ll warn you ahead of time, this post was written for programmers. If you’re an Email Center Pro end user, you probably don’t need to look at this. If you’ve never written a line of code in your life, you’re probably better off just skipping this article or handing it off to someone else.

If you’re the brave sort, keep reading.

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Email Center Pro Tip: What’s New in Your Account

From the Dashboard view,  the Recent Actions area on the right side of the screen shows you the latest log-ins, notes, replies, and assignments. Click the links in this area to jump to the relevant conversations and immediately get up to speed.

Dashboard_Recent_Actions

For more detailed information on this and the many other features in Email Center Pro, check out the help file.

Teri A. Epperly
Documentation Manager

Email Center Pro Tip: Finding an email

With our recent launch of Email Center Pro 2.0, we’ll be posting “Tips” and “How do I?” instructions here to individually highlight what’s changed and what’s been added in. Here’s our first Tip. Stay tuned for more to come…

Can’t remember where that important email was? No problem. Email Center Pro 2.0 has more flexible and specific search criteria to help you find any conversation, every time.

  1. From the Dashboard tab, find the Saved Searches area on the right.
  2. Click the New search link.
  3. Use the drop-down menus in the Search tab to choose search criteria like “Body contains” for full-text searching, “Action date is newer than 3 days,” or even “Attachment name ends with…”
  4. Click Add Additional Criteria to further narrow the search results
  5. Click on a conversation from the list to open it.

You can also use the fields at the top of the Search tab to Name and Save your search for future reference, and to Share it with other users.

You can see an example of Saved Search in the Email Center Pro Feature Tour.

Customer Service

1-800-229-7526

customerservice@paloalto.com